Ratings by Oppenheimer (Brent Thielman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/7/2026 | Primoris Services Corporation | PRIM | New Coverage | Outperform (N/A) |
90.20 (86.60) |
-3.99% | Details | |
| 7/7/2026 | Orion Marine Group | ORN | New Coverage | Outperform (N/A) |
14.89 (13.73) |
-7.79% | Details | |
| 6/26/2026 | Arcosa | ACA | Downgrade | Perform (Outperform) |
144.96 (145.00) |
0.03% | Details | |
| 6/15/2026 | Cardinal Infrastructure Group | CDNL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2026 | MYR Group | MYRG | New Coverage | Perform (N/A) |
407.22 (419.34) |
2.98% | Details | |
| 6/9/2026 | LSI Industries | LYTS | New Coverage | Outperform (N/A) |
23.45 (24.16) |
3.03% | Details | |
| 5/28/2026 | Arcosa | ACA | New Coverage | Outperform (N/A) |
126.74 (145.00) |
14.41% | Details | |
| 5/28/2026 | Comfort Systems USA | FIX | New Coverage | Outperform (N/A) |
1883.56 (1756.09) |
-6.77% | Details | |
| 5/28/2026 | Quanta Services | PWR | Upgrade | Outperform (Perform) |
742.18 (658.56) |
-11.27% | Details | |
| 5/28/2026 | Cardinal Infrastructure Group | CDNL | New Coverage | Outperform (N/A) |
52.54 (68.14) |
29.69% | Details | |
| 5/28/2026 | Everus | ECG | New Coverage | Outperform (N/A) |
151.38 (136.68) |
-9.71% | Details | |
| 5/28/2026 | Knife River Corp. | KNF | New Coverage | Outperform (N/A) |
74.81 (81.09) |
8.39% | Details | |
| 5/28/2026 | Martin Marietta Materials | MLM | New Coverage | Perform (N/A) |
560.93 (577.72) |
2.99% | Details | |
| 5/28/2026 | Granite Construction | GVA | New Coverage | Outperform (N/A) |
133.52 (122.46) |
-8.28% | Details | |
| 5/28/2026 | Valmont Industries | VMI | New Coverage | Outperform (Perform) |
529.25 (546.83) |
3.32% | Details | |
| 5/28/2026 | EMCOR Group | EME | New Coverage | Outperform (N/A) |
861.41 (781.78) |
-9.24% | Details | |
| 5/28/2026 | Sterling Construction | STRL | New Coverage | Outperform (N/A) |
783.53 (682.29) |
-12.92% | Details | |
| 5/28/2026 | Vulcan Materials Company | VMC | New Coverage | Perform (N/A) |
268.94 (295.25) |
9.78% | Details |
